Steven Romeo Email & Phone Number

New York City Metropolitan Area

New York City

New York City Metropolitan Area

New York City Metropolitan Area

New York City Metropolitan Area

The Business Management Analysis and Planning Group align themselves with various functions within the firm to support the project management technology development teams.Key Functions and Achievements• Project governance and financial management for Global Wealth Investment Management Technology Teams.• Directly manage a team of three associates who support Global Technology Development teams with budgets exceeding $85mm and staff of 1400 worldwide.• Develop strategic plans to deliver effective and efficient analysis, forecasts and budgets.• Meet regularly with CTO and underlying Technology Managers to present financial reports and commentary. • Develop relationships with key members within the firm to ensure open communications and awareness. • Involved with career development of team members by setting goals and creating plans to reach milestones.

New York

Established multi-strategy hedge fund with average annual returns of 20% over a 15 year track record reopened the fund to new assets. Key Functions and Achievements• Develop marketing strategy as well as marketing materials including a pitch book and a one page summary.• Review current vendor affiliations including administrator, accounting, and legal.• Create contingency plan.• Presented new strategic business plans to managing board or directors.

A strategic role, positioned as a financial liaison between business management and the executive committee including the CEO, CFO and COO. Analyze and present financial reports for the alternative business teams including: Hedge Funds, Fund of Funds, Private Equity and Real Estate. Maintain an expert status on, fund performance, investor pipeline, revenue earned and expenses of conducting business. Develop and sustain relationships with COO’s for in depth knowledge to produce dynamic forecasts and budgets. Meet regularly with business leaders presenting reports on assets, sales, revenue and expenses. Discuss future management plans and strategies in order to deliver communication to executive committee and aid in the composition of forecasts, and budgets.Key Functions and Achievements• Cultivate relationships with alternative business COO’s including Hedge Funds, HF of Funds, Real Estate, Private Equity Funds, and the Capital Market business.• Participated as member of management team supporting decisions with financial, business, and strategic expertise.• Presented quarterly P&L report to Executive Committee Members on The Private Equity business to determine business contingency plans and incentive compensation allocation. • Restructured profit sharing analysis for a Structured Product Fund, resulting in renegotiated contracts, increased revenues of 10% and decreased AUM Related expense. • Constructed analysis on reimbursable expenses saving 20% by leveraging on the funds PPM verbiage for allowable expense reimbursements.• Instrumental with integration between Barclays Global Investors and BlackRock Inc.• Mentored junior employees to aid in career development and personal achievements.

Co-Developed and managed a Long/Short International Equity Hedge Fund, generating average annual returns of 18%. Key responsibilities included investor relations, marketing, trading, operations and portfolio accounting. Coordinated all public relation efforts for the fund and management companies.Key Functions and Achievements• Managed Client reporting, monthly statements, monthly and quarterly fund newsletter and commentary, as well as investor K1 generation and annual tax preparation for Advisory/Management companies.• Traveled to clients and prospects for onsite presentations, demos and to manage relations. • Managed relationships with clients from On-boarding process thru life of the relationship. • Prospected high net worth and institutional clients.• Monitored and analyzed fund statistics using proprietary software.• Handled outside performance reporting.• Lead Hedge Fund of Funds due diligence process and initial interviews.• Developed proprietary reporting matrix including revenue and expense budgets and forecasts to improve efficiencies in the decision making process.

Co-Managed an institutional book of business within a 5-person team. Presented investment opportunities to institutional hedge fund clients and HNW retail clients. Assessed and revised client’s investment goals on a quarterly basis. Developed and implemented operational procedures. Employed IT to automate recurring requests from institutional clients to optimize data reporting time and accuracy. Key Functions and Achievements• Oversaw correspondence with institutional clients, which, generated recurring revenue and aided in sustaining the status as the top-producing team out of 6000 company wide. • Prospected new clients, delivered presentations, and maintained current client relations.• Produced reports on investments, activities and forecasted outcomes for future investments for clients.

• Reconciled accounts within 25 Mutual Fund Families daily, eliminating costly trade errors. • Developed relationships with NSCC agents and operations managers within multiple mutual fund families.

• Cold called leads, developed relationships and closed sales.

Mba, Management

Activities and Societies: Executive MBA Program

Bachelors Of Science, Finance